2023 Form 5500 filing — The Savings And Growth Plan For Ports America Group And Affiliates
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015180931NAL0029342193001) for The Savings And Growth Plan For Ports America Group And Affiliates, reported by Ports America under EIN 94-3348216 and plan number 001. It reports 1,795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180931NAL0029342193001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ports America
- EIN
- 94-3348216
- Plan number
- 001
- Location
- Chandler, AZ
- Participants
- 1,795
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,681,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $243,681,414
- Employer contributions
- $5,320,994
- Participant contributions
- $8,572,284
- Total income / additions
- $58,581,006
- Benefits paid
- $13,552,398
- Administrative expenses
- $218,783
- Total expenses
- $13,775,542
- Net increase / (decrease)
- $44,805,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $218,783 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |